| Compare Investment Fees | Even a small difference in the fees you pay on your investments can add up over time. Use this calculator to see how different fees impact your investment strategy! |
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| Future Value Calculator | Use this calculator to determine the future value of an investment which can include an initial deposit and a stream of periodic deposits. |
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| Inflation - Historic Impact on Investments | Inflation reduces your the purchasing power of your money. Use this calculator to see the historic impact of inflation on an investment or savings balance. |
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| Investment Goal Calculator | Use this calculator to see if your investment plan is on track to meet your investment goals - and receive suggestions on how to change it if you are falling short. |
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| Investment Questionnaire - Broad Portfolio | The Investment Questionnaire is designed to help you create a balanced portfolio from a broad range of investment classes. |
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| Investment Questionnaire - Cash, Fixed Income and Equities | This questionnaire is designed to help you create a balanced portfolio of the three basic investment classes: Cash, Fixed Income and Equities. |
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| Investment Returns | There is more to investing than knowing your annual rate of return. Use this calculator to help you see how inflation, taxes and your time horizon can impact your bottom line. |
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| Investment Savings and Distributions | Use this calculator to see how long your investment savings can last once you begin taking distributions. |
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| Mutual Fund Expense Calculator | This calculator can help you analyze the costs associated with buying shares in a mutual fund. By entering a few pieces of information, found in your fund's prospectus, you can see the impact of fees and operating expenses on your investment. |
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| Present Value Goal Calculator | Use this calculator to determine how much needs to be invested now to achieve a future goal. The total amount required immediately is reduced by the present value of a stream of additional deposits. |
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| Taxable vs. Tax Deferred Investments | This calculator is designed to help compare a normal taxable investment vs. a tax deferred investment. |
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| Taxable vs. Tax Deferred vs. Tax Free Investment | This calculator is designed to help compare a normal taxable investment, a tax deferred investment and tax-free investment. |
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